Opportunity Zones Overview

Initiated by the 2017 Tax Reform bill, Qualified Opportunity Zone Funds were created to encourage economic development in thousands of low-income areas across the United States while also generating risk-adjusted and tax-advantaged returns for investors.

Qualified Opportunity Zone Funds have unique tax-advantaged structures that can potentially provide investors:

Positively Impact Underserved Communities

Investment Return [1]
Tax Deferral and Cap Gain Elimination [1]

Housing Affordability Crisis

America is in the midst of a deep housing crisis. While housing prices and rents have largely recovered from the Great Recession, affordability has declined. As a result, 77% of Americans with incomes between $15,000 and $30,000 per year paid over 50% of their income for housing expenses in 2016. [2] Exacerbating this issue is the shrinking supply of affordable housing: the total stock of affordable units decreased by 261,000 from 2005 to 2015. [3] In contrast, during this same period, total multifamily stock increased by 6.7 million units.

The Opportunity

Real Asset

Alliant Strategic Opportunity Zone I, LLC

  • Asset Type: Workforce Multi-Family Residential
  • Offering Size: $125 million
  • Suitability: Qualified Clients
  • Minimum: $150,000

DISCLAIMER:

This is neither an offer to sell nor a solicitation of an offer to buy the securities described herein. Prospective investors in private placement securities should be aware that making an investment is speculative and involves a high degree of risk, including the risk of losing all or a portion of an investment. Investments of this nature are illiquid and subject to substantial restrictions upon transferability.

NOTES:

[1] Investments in real estate have been volatile and valuations have experienced severe past downward corrections, and there can be no assurance such will not recur. See Prospectus for a list of Risk Factors. There is general tax risk associated with this investment and there is a possible disallowance of our various deductions. See the Tax Risk in the Prospectus.

[2] The State of the Nation’s Housing 2017, Joint Center For Housing Studies of Harvard University.

[3] CBRE Affordable Housing Brief 4/18.

There are significant risks and investment costs associated with an investment in Alliant Strategic Opportunity Zone I, LLC. This investment is considered speculative, illiquid, and not suitable for all investors. To view a summary of these risks and costs, see the Risk Factors in the Fact Card. This material must be read in conjunction with the prospectus to fully understand the implications and risks involved in this offering. Carefully read the prospectus before investing.

Fact Card
Prospectus